Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL

ISSUE DATE

LOSS PREVENTION DEPARTMENT

ISSUING ORG.

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

SUBJECT

Approved

7.026

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

1 OF 9

CONTENTS
1.0
2.0
3.0
4.0
5.0
6.0

PURPOSE
DEFINITIONS
REFERENCES
SCOPE
NOTIFICATION, INVESTIGATION, AND REPORTING PROCEDURES
CORRECTIVE ACTIONS

1.0

PURPOSE
To specify crane and heavy equipment incident notification, investigation, and reporting requirements.

2.0 DEFINITIONS
** 2.1

2.2

Company Representative: Saudi Aramco employee who has direct responsibility for the activities of a
contractor (e.g., Saudi Aramco project engineer, drilling foreman, maintenance engineer).
Equipment: Any or all types of equipment specified in Section 4.0.

* 2.3

Incident: Event where unintentional contact is made by equipment, or its load, with personnel,
structures, or other equipment causing injury or property damage.

** 2.4

Proponent Manager: Saudi Aramco department head who is responsible for the area where the incident
occurred.

3.0

4.0

REFERENCES
GI 6.001

Notification Requirements for Incidents (Including Fires)

GI 6.003

Guide for Committees Investigating Major Incidents or Engineering Reviews of Other Incidents

GI 6.005

Reporting, Investigation and Recording of Injuries/Occupational Illnesses

GI 6.007

Reporting of Contractor On-Job Injuries/Occupational Illnesses

GI 6.029

Reporting and Recording of Motor Vehicle Accidents

GI 7.025

Heavy Equipment Operator Testing and Certification

SCOPE

** 4.1

CHANGE

The requirements of this General Instruction (GI) apply to incidents involving cranes and heavy
equipment operated within Saudi Aramco (SA) facilities, SA jobsites outside of operating facilities,

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL

ISSUE DATE

LOSS PREVENTION DEPARTMENT

ISSUING ORG.

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

SUBJECT

Approved

7.026

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

2 OF 9

and off SA property under a SA contract. Both Saudi Aramco and contractor crane and heavy
equipment incidents are included in the scope of this GI.
* 4.2

** 4.3

5.0

The requirements of this GI shall apply to incidents involving all types of cranes and heavy equipment
including, but not limited to, the following:

Earth moving and compacting equipment: bulldozers, graders, backhoes, front end loaders, skid
loaders (bobcats), earthmovers, tractor-scrapers, rollers, excavators, traxcavators, gradalls, dump
trucks, draglines, etc.

Hoisting equipment: mobile cranes, tower cranes, overhead cranes, gantry cranes, pedestal cranes,
jib cranes, winches, hoists/tuggers, come-a-longs, jacks, jack-and-slide equipment, sideboom pipe
layers, boom trucks (articulating, telescoping), etc.

Personnel lifting equipment: manlifts (hydraulic, scissor, telescoping), elevators, aerial baskets
(bucket trucks), crane suspended personnel platforms (manbaskets), offshore personnel carriers
(Billy Pughs), etc.

Material handling equipment: forklifts, telehandlers, pipe loaders, etc.

Construction support equipment: asphalt pavers, concrete pump trucks, skid-mounted support
equipment (e.g., generators, air conditioning units), etc.

Heavy equipment being driven as a vehicle (e.g. on a road or in the desert) that is involved in a Motor
Vehicle Accident (MVA) is not included in the scope of this GI and the incident shall be reported in
accordance with GI 6.029.

NOTIFICATION, INVESTIGATION, AND REPORTING PROCEDURES

(See Supplement 7.026-1 for the crane and heavy equipment incident notification and reporting flowchart)
* 5.1 Immediate Notifications

CHANGE

5.1.1

If emergency response (e.g., fire, medical) is needed, the equipment operator shall
immediately call 110 or the appropriate number if calling from a mobile or outside phone (see
the Saudi Aramco Safety Handbook) to report any crane or heavy equipment incident. He
shall then report the incident to his supervisor. However, if the equipment operator is
physically unable to report the incident (e.g., because he is injured), a co-worker shall
immediately call 110 and also report the incident to the operators supervisor or Company
Representative.

5.1.2

If the equipment operator is a Saudi Aramco employee, his supervisor shall immediately
notify his division head. However, if the equipment operator is a contractor employee, his
supervisor shall immediately notify his Saudi Aramco Company Representative. The
Company Representative shall immediately notify his division head.

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

Approved

7.026
ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

3 OF 9

5.1.3

The division head shall notify the proponent manager responsible for the area where the
incident occurred and the area Loss Prevention division superintendent within one hour of
being informed of the incident.

5.1.4

For an incident involving a crane or other heavy equipment owned or leased by the Saudi
Aramco Roads and Heavy Equipment Department (R&HED), the division head shall notify
the R&HED area heavy equipment division superintendent within one hour of being informed
of the incident.

5.1.5

Refer to GI 6.001 for additional incident notification requirements.

5.1.6

Equipment involved in an incident shall only be moved if it presents a hazard to personnel

and/or property and only with prior approval of the proponent manager. Action shall be taken
by the proponent to limit hazardous conditions when they exist.

* 5.2 Initial Incident Reporting

5.2.1

The division head shall electronically create and submit an initial crane or heavy equipment
incident report using the SAP EH&S system within 24 hours of the incident.

5.2.2

Additional incident reporting shall be as specified in GI 6.001, GI 6.005, GI 6.007, and GI

6.029, as applicable.

* 5.3 Investigating Procedures

CHANGE

5.3.1

Upon receiving notification of a crane or heavy equipment incident, the area Loss Prevention
division and the R&HED area heavy equipment division shall if warranted dispatch personnel
to review the incident and provide advice on securing the incident scene and preserving
evidence for later investigation.

5.3.2

The division head shall obtain written witness statements from the equipment operator, his
supervisor, and any other witnesses within 24 hours of the incident.

5.3.3

Major incidents shall be investigated as per GI 6.003 (see GI 6.001 for definitions of incident
categories). Moderate heavy equipment incidents and minor incidents that have the potential
for serious loss or injury (as determined by the proponent manager) shall be investigated by an
incident investigation committee. This committee is to be appointed by the proponent manager
within 24 hours after the incident. Representatives shall be requested from the following, as
appropriate:

Chairman, from a neutral department, with relevant technical expertise

Roads and Heavy Equipment Department (R&HED)

Loss Prevention Department (LPD)

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

CHANGE

ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

4 OF 9

Inspection Department (ID) Crane Inspection Group (CIG)

Training and Career Development (T&CD)

The department(s) with direct responsibility for the operation where the incident occurred.
This department shall also provide the committee secretary and other needed resources
(e.g., conference room, computer, flip-chart).

5.3.4

The proponent manager shall provide the chairman of the incident investigation committee
with all witness statements, a printout of the initial crane or heavy equipment incident report
from the SAP EH&S system, and any other information that has been obtained regarding the
incident.

5.3.5

GI 6.003 provides guidance for the investigating committee and the conduct of the
investigation, including determining immediate and root causes.

5.3.6

In order to prevent recurrence of similar incidents, recommendations shall be specific,

achievable, realistic, closed-ended, and time-bound tasks that focus on improving management
processes, operating procedures, accountability, training, etc.

5.3.7

The following forms may be used to assist in the incident notifications and/or investigation
(refer to Supplements 7.026-2 and 7.026-3).

5.3.8

* 5.4

Approved

7.026

Form SA-7522 for heavy mobile equipment incidents. This includes cranes, bulldozers,
traxcavators, tractor-scrapers, graders, wheel loaders, side booms, backhoes, gradalls,
forklifts, and draglines.

Form SA-7522-1 for mobile aerial baskets (bucket trucks).

For cranes and heavy equipment owned by R&HED, form SA-9094 (refer to Supplement
7.026-4) shall be completed and submitted by the area heavy equipment division if the
incident was not previously reported using SAP EH&S or using SA-7522 or 7522-1.

Final Incident Reporting

5.4.1

Incident investigation reports for moderate and minor incidents shall be submitted by the
investigation committee chairman to the proponent manager who convened the incident
investigation and to LPD. If the incident involved a crane or other heavy equipment owned or
leased by R&HED, distribution shall also include R&HED, IDs CIG, and T&CD.

5.4.2

Major incident investigation reports shall be submitted by the investigation committee

chairman in accordance with GI 6.003. The chairman is responsible for the final report and
those members concurring shall sign the report.

5.4.3

If the incident investigation committee determines that any information submitted in the initial
SAP EH&S incident report needs to be updated, the committee chairman shall make a request

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

SUBJECT

Approved

7.026

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

5 OF 9

to LPD to re-open the incident report so the needed changes can be made (e.g., email request
to: *LPD-TSU-SG). The division head shall then update and re-submit the incident report in
the SAP EH&S system.

6.0

CORRECTIVE ACTIONS
* 6.1

The operator involved in a crane or heavy equipment incident shall immediately surrender his Saudi
Aramco Heavy Equipment Certificate to his supervisor (if a Saudi Aramco operator) or to the
Company Representative (if a contractor operator) until the investigation is completed (see GI 7.025).
The heavy equipment operator shall not operate any heavy equipment for which he may be certified
unless his heavy equipment certificate is returned to him.

* 6.2

The operator involved in a crane or heavy equipment incident shall be required to pass the PortoClinic Test, heavy equipment operator's physical (per Saudi Aramco Medical Services Organization
[SAMSO] Medical Services Policy MSP-98, Attachment E, Initial and Periodic Medical Examination
of Saudi Aramco and Contractor Mobile Heavy Equipment Operators), heavy equipment operator
testing and certification (see GI 7.025), or any Saudi Aramco test covering the category or class of
equipment he is to operate.

CONCUR:

_______________________________
MANAGER
Inspection Department

DATE: _______________

CONCUR:

_______________________________
MANAGER
Roads & Heavy Equipment Department

DATE: _______________

CONCUR:

_______________________________
GENERAL MANAGER
Training and Career Development

DATE: _______________

APPROVED:

_______________________________
MANAGER
Loss Prevention Department

DATE: _______________

CHANGE

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

Approved

7.026
ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

6 OF 9

SUPPLEMENT 7.026-1
CRANE AND HEAVY EQUIPMENT INCIDENT NOTIFICATION AND REPORTING FLOWCHART
Contractor Equipment Operator
Immediately call 110 and report
incident to his supervisor, who
shall immediately notify his
Company Representative
Company Representative
Immediately notify his
division head

Saudi Aramco Equipment Operator

Immediately report incident to his
supervisor who shall immediately
notify his division head
Division Head
Notify the proponent manager who
is responsible for the area where the
incident occurred and the area Loss
Prevention division superintendent
1 hour
Division Head
For R&HEDs heavy equipment,
notify area heavy equipment
division superintendent
1 hour

Division Head
Enter an initial report of the
incident in SAP EH&S
24 hours

Division Head
Obtain written statements
from equipment operator, his
supervisor, and witness(es)
24 hours
Proponent Manager
When appropriate, appoint an
incident investigation committee
24 hours

Division Head
If needed, request LPD TSU to
re-open the SAP EH&S incident
report, update, and re-submit

CHANGE

ADDITION

Incident Investigation Committee

Determine immediate and root
causes, develop specific
recommendations, and prepare
incident investigation report

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

Approved

7.026
ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

7 OF 9

SUPPLEMENT 7.026-2, REFER TO SAUDI ARAMCO FORM 7522

CHANGE

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

Approved

7.026
ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

8 OF 9

SUPPLEMENT 7.026-3, REFER TO SAUDI ARAMCO FORM 7522-1

CHANGE

ADDITION

NEW INSTRUCTION

COMPLETE REVISION

Saudi Aramco 7180 (5/89)

G. I. NUMBER

SAUDI ARABIAN OIL COMPANY (Saudi Aramco)

GENERAL INSTRUCTION MANUAL
ISSUING ORG.

SUBJECT

Approved

7.026
ISSUE DATE

LOSS PREVENTION DEPARTMENT

03/30/2009

CRANE AND HEAVY EQUIPMENT INCIDENT REPORTING

PROCEDURES

APPROVAL

REPLACES

11/28/1993
PAGE NO.

HJK

9 OF 9

SUPPLEMENT 7.026-4, REFER TO SAUDI ARAMCO FORM 9094

CHANGE

ADDITION

NEW INSTRUCTION

COMPLETE REVISION